Investments You’ve made investments your whole life. Work with us to help make the most of them. Related Content Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. Diversification, Patience, and Consistency Three important factors when it comes to your financial life.